Associate Payment Advisor (Payments Associate)

KeyBank•Seattle, WA

8d•Hybrid

About The Position

Payments Associates act as the primary day-to-day leaders for analytical and business development support, including pipeline management, financial modeling, payment process analysis, deal audits and bookings, industry research and the preparation of various presentations and documents, relationship reviews, new business pitch material, RFP responses and on-boarding plans. The roles primary responsibility is to interact with Payments Advisors, Market Leads and Line of Business Partners, who own strategic payment engagements with corporate clients and prospects. This role may also own entire transactions and interface directly with clients in presentation, negotiation, and delivery of payment solutions.

Requirements

1-3 years of experience in business, finance, technology, or relevant fields (required)
Strong Knowledge of Microsoft Office Suite, Salesforce and Tableau
Strong quantitative skills, including financial modeling and financial statement analysis
Ability to quickly absorb and leverage developing technology and commercial cash management products and services with an understanding of Fintech, emerging payments methods and financial operations
Strong critical thinking and problem-solving ability
Excellent organization, communication, and research skills
Strong team player; motivated self-starter; manages to deadlines
Desire to be part of close-knit group operating in an intensive commercial environment
Financial modeling and strong analytical acumen
Analyzing and synthesizing large data sets and industry trends
Strong communication skills (verbal and written)
Team player with a competitive drive to win and high degree of curiosity

Nice To Haves

Bachelor's Degree in Business (Accounting, Finance, Economics) or Technical Sciences (Computer Science, Engineer, Physics) (preferred)

Responsibilities

Work with Payments Advisors, Market Leads and Line of Business Partners to organize and manage Pipelines and prepare for new business deliverables presented to c-suite leaders of corporate clients and prospects that will improve their financial operations
Generate ideas and analytical materials in support of new client meetings – interact with support partners to garner research and subject matter expertise
Interact with Fintech partners to solve complex technology solution challenges and facilitate seamless integration to the bank as well as the partner solutions
Build client industry expertise and apply it towards new partner and solution development – collaborate with the Product & Innovation team to launch appropriate product and solution expansions
Develop primary relationships with select clients and work with Payments Advisors, Market Leads and Line of Business Partners on appropriate strategy and solution roadmap to drive revenue.
Work with the data and analytics team to build and enhance reporting and analytical mechanisms using Tableau, Salesforce and various industry tools
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.